Join Ross as he chats with Katrina Bell, President of ZUNA. One of the core values of ZUNA is empathy. Why, and where did that value emerge from? How has her firm reacted to the pandemic, and what questions are her firm focused on right now to spur growth and better client service? How did the pandemic provide validation for the philosophy behind Katrina’s firm? How did Katrina become personally interested and connected to ESG investing, and how did advocating for her daughters deepen that interest? Hear about Katrina’s involvement in the development of the American Retirement Association/National Association of Plan Advisors new ESG(k) designation program coming in 2021!

Resources:

• www.teamzuna.com
• American Retirement Association
• National Association of Plan Advisors